Monday, October 16, 2006

INQ nicely summarized what I said long time ago

AMD and Intel History. AMD and Intel Architecture . AMD's Architecture Lead Persists.
ccHT is becoming another industry standard.

Intel copycat: Intel is following in AMD's footsteps.

16 Comments:

Anonymous Anonymous said...

I just found this blog webbing around... I noticed the AMD this AMD that everywhere... and i must say you are right on about 40% of the stuff you write about. Only i HAVE a Core 2 Duo laptop (merom 2.33 ghz) and is blazing FAST compared to my X2 4400+ desktop... I do graphic desgin and animation... and it's not nice to see a laptop beat a desktop by 10-25%... Still AMD is good.. AMD and ATI.. even better... but there is no doubt about it... Intel nailed it good this time around...

12:59 PM, October 16, 2006  
Anonymous Anonymous said...

:D :D :D

"and i must say you are right on about 40% of the stuff you write about."

Closer to 0%;)

1:19 PM, October 16, 2006  
Anonymous Anonymous said...

You also said a long time ago that GAAP income would be negative for Intel starting last quarter (which it wasn't). Still sticking to your guns, or just ignoring the past?

1:58 PM, October 16, 2006  
Blogger Sharikou, Ph. D said...

You also said a long time ago that GAAP income would be negative for Intel starting last quarter

This depends on how Andy B cooks his books. The sale of those divisions alone should book $1.6billion imparment of goodwill.

2:04 PM, October 16, 2006  
Anonymous Edward said...

"Only i HAVE a Core 2 Duo laptop (merom 2.33 ghz) and is blazing FAST compared to my X2 4400+ desktop... I do graphic desgin and animation..."

Are you comparing a $2k notebook with a $800 desktop? That's indeed very fair.

2:49 PM, October 16, 2006  
Anonymous Anonymous said...

Only i HAVE a Core 2 Duo laptop (merom 2.33 ghz) and is blazing FAST compared to my X2 4400+ desktop... I do graphic desgin and animation..."

Is that an Intel MAC?
Random Shutdowns..
maybe Class Action suit..
I thought Intel designed the Intel Mac for Apple.

Link

3:53 PM, October 16, 2006  
Anonymous Anonymous said...

Yes, I remember when laptops lagged behind desktops:) 1st poster esentially almost has an E6600 in his lap.

4:08 PM, October 16, 2006  
Anonymous Anonymous said...

Sharikou - I like reading what you post but have to admit you're a bit full of yourself. Have you tried writing for either CNET or INQ? You may not be able to stay as anonymous but you'll reach a bigger audience.

But still, I have to admit that you provide lots of good content and food for thought. Keep the posts coming and I'll keep reading.

4:19 PM, October 16, 2006  
Blogger pointer said...

"Only i HAVE a Core 2 Duo laptop (merom 2.33 ghz) and is blazing FAST compared to my X2 4400+ desktop... I do graphic desgin and animation..."

Are you comparing a $2k notebook with a $800 desktop? That's indeed very fair.,


Come on edward, laptop component is always more expensive than desktop. Your statement is indeed very fair :)

anyway, the merom 2.33GHz, is very close to 2.4Ghz, hence close to E6600. We can even expect it to beat the FX series, let alone the much slower 4400+

6:27 PM, October 16, 2006  
Anonymous Anonymous said...

He can't write for the Inquirer, they have credibility!
www.theinquirer.net/default.aspx?article=33793
"Also interesting is the comment posted by Sharikou, the ultimate AMD Fan Boi, who says that two-sockets will be the norm soon for Desktops and four-sockets for Servers."

7:06 PM, October 16, 2006  
Blogger Jeach! said...

Hey Sharikou, I've read the INQ article you posted.

Ok, call me 'slow', or just too busy with work, but I've come to realize something by reading that article which put a huge smile back on my face.


As part of this, AMD released a detailed description of a two-socket motherboard with an Opteron in one socket and a co-processor in the other. With the high-bandwidth, low-latency, and cache coherency offered by HyperTransport - the era of co-processing has effectively returned.


I saw the 4x4 platform as just another 2P system which would probably only sell to a few select few.

But now I've come to realize that the second slot on this damn thing could probably be used as a co-processor. Why not, it would make perfect sense. You can buy a an ATI chip or a physics engine chip. Or simply just for another Athlon. Which would explain why it's not out as of now (waiting for co-processors).

It would explain why AMD is so secretive and reluctant to really open up.

Shit, this product could be a huge seller... alot more than I orignially thought.

Far fetched I know, but I'm still trying to guess Ruiz' meaning of 'Jaw dropping technology and performance'.

This guy has a secret about AMD to reveal soon... I can feel it.

9:27 PM, October 16, 2006  
Blogger Jeach! said...

You also said a long time ago that GAAP income would be negative for Intel starting last quarter (which it wasn't). Still sticking to your guns, or just ignoring the past?

Intel's margins, earnings, bankruptcy, GAAP, EBIDA, market share... does it really matter? Of course it does, but would you guys (and gals) wise up on the timing?

Last quarter this, next quarter that! We are talking about the prediction of a (currently profitable) multi-billion dollar company going bankrupt!!!

Wether Sharikou predicts it this quarter, the next or even next year is still in my opinion an AMAZING prediction if it is to come true.

Would you discredit him of such an amazing foresight if it DID actually happen but he missed it by a damn quarter (90 f!@#$ days)??

Come on, wisen up will you!

I would recommend a truce amoungst the BK beleivers and disbelievers. Forget about the short term timings, such as quarters and at least use a granularity of years, such as Intel's fiscal years instead (Y06, Y07 or Y08, etc).

9:45 PM, October 16, 2006  
Blogger Jeach! said...

Have you noticed in the last few weeks how many analysts have been slightly changing their minds about AMD? How many now seem to predict that AMD will have an amazing quarter to anounce on Wednesday.

Some even predict that AMD will anounce earnings up by 50% for the quarter compared to last. Revenues up and market share also up. Not too sure about margins though.

As for Intel, there are many who are cautious and others who just think becaus Intel sold 5 million Conroes that everything will be up.

How do they know this? Well, simple, they just have inside connections. Some reliable and some unreliable.

So who do you believe? Simple again, just listen up to all those analysts who have a tendency to be negative on AMD but are for some reason 'optomistic' for Wed.

Tomorow will reveal alot about Intel and its new processor sales and how it is really selling.

As Sharikou has pointed out also, they are really over-due to write down the old Pentium inventory... and they probably will. Also, they will have to add the $200 million in severance pay for the 10K employees let go.

For the investors out there:

Overall, I would probably go long call on AMD and wouldn't touch Intel as their balance sheet is too unpredictable. Unless your feeling really risky, buy a call and a put (a.k.a: a straddle).

Disclaimer: I'm an AMD enthusiast and regular trader, but I'll be sitting this quarter out, thus the advice :)

10:10 PM, October 16, 2006  
Anonymous Edward said...

"Come on edward, laptop component is always more expensive than desktop. Your statement is indeed very fair :)"

Mr. Pointer, you totally miss the point, which is not laptop vs desktop as the original poster tried to frame it. The point is how much the machines cost. You can hardly get a E6600 with reasonably good configuration below $1k (even Dell sells it from somewhere around $1300), while you can easily get a X2 4400 around $800. The original author is thus pitching a 60% more expensive desktop-equivalent to the 4400+ he claims to have. Fair you say? Save your 10-year-old arguments for other kids in your neighborhood.

2:13 AM, October 17, 2006  
Blogger pointer said...

Mr. Pointer, you totally miss the point, which is not laptop vs desktop as the original poster tried to frame it. The point is how much the machines cost. You can hardly get a E6600 with reasonably good configuration below $1k (even Dell sells it from somewhere around $1300), while you can easily get a X2 4400 around $800. The original author is thus pitching a 60% more expensive desktop-equivalent to the 4400+ he claims to have. Fair you say? Save your 10-year-old arguments for other kids in your neighborhood

you are really missing the point. You are the one tried to use USD2000 price tag!. That's why i said you tried to comaprea laptop pricing to a desktop and nothing more. And also i said the laptop system is just too much, it even frag the fastest AMD desktop system.

You really do not need to have E6600 to be comapred to a 4400+, a E6300 will do its job, which will beat the 4400+ by a bit and yet cheaper. You really good spinner. or may be i'm actually talking to a kid who can't comprehend things correctly?

7:53 AM, October 17, 2006  
Anonymous Anonymous said...

I would recommend a truce amoungst the BK beleivers and disbelievers. Forget about the short term timings, such as quarters and at least use a granularity of years, such as Intel's fiscal years instead (Y06, Y07 or Y08, etc).

yeah, don't shoot me as I think that AMD will BK in 2 years, using your way of expression, it means AMD BK in Y08

8:33 AM, October 17, 2006  

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